| I am a Financial Advisor with Merrill Lynch Wealth Management, working with individuals, families, and small business owners to provide personalized financial guidance and help them stay focused on what matters most. My practice is built on developing strong relationships, understanding each client’s unique goals, and delivering thoughtful, disciplined strategies designed to help build, preserve, and transfer wealth over time. I take a planning-first approach, helping clients align their financial decisions with their broader life priorities. This includes retirement planning, investment management, risk management, and multigenerational planning. I believe clarity and consistency are key, and I strive to simplify complex financial topics so clients can make confident, informed decisions. My background reflects a strong commitment to excellence and discipline. I earned my Bachelor of Science in Finance from the University of Alabama, graduating with a 3.99 GPA. Throughout my academic career, I held multiple leadership roles, including Resident Advisor, Peer Coach, LEAD Ambassador, and President of ONE College Ministries. These experiences shaped my ability to communicate effectively, lead with integrity, and build meaningful relationships that last. At the core of my work are the values that guide my life: integrity, faith, service, and a commitment to doing what is right for every client. My faith in Jesus Christ is the most important thing to me, and it influences how I serve others, approach challenges, and steward the responsibility entrusted to me as an advisor. My strengths lie in communication, relationship-building, and maintaining a disciplined approach to goals. I seek to bring energy and positivity to every interaction, while staying focused on delivering results that align with each client’s long-term vision. Outside of the office, I enjoy spending time with family and friends, playing golf, traveling, and staying active through fitness. I also have a passion for cooking and grilling, and I enjoy experiences that bring people together. These interests reflect my belief that life is meant to be both well-planned and fully lived. The most rewarding part of being a financial advisor is seeing a well-crafted plan come together and helping clients achieve financial confidence, especially as they approach and enjoy retirement. I am committed to being a trusted partner every step of the way, providing guidance, accountability, and a steady focus on what matters most to each client. |
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About Me
I take a relationship-driven, planning-first approach to financial advising, working with individuals, families, and small business owners to help bring clarity and direction to their financial lives. My goal is to help every client stay focused on what matters most by aligning their financial decisions with their long-term goals, values, and priorities.
I believe effective financial guidance starts with listening. I take the time to understand each client's unique situation before building a personalized strategy designed to grow, preserve, and transfer wealth over time. My role is not just to provide recommendations, but to serve as a trusted partner who brings structure, accountability, and consistency to the financial decision-making process.
My Approach
My process is centered on financial planning and disciplined execution. This includes:
I help simplify complex financial concepts so clients can make confident, informed decisions. I believe that consistency and a long-term perspective are key drivers of success, especially in changing market environments.
My Philosophy
My philosophy is rooted in integrity, service, and doing what is right for every client. I approach every relationship with a commitment to transparency, professionalism, and trust. My faith in Jesus Christ is the foundation of my life, and it influences how I serve others, build relationships, and steward the responsibility entrusted to me.
I am driven by a strong work ethic and a passion for helping people. I bring energy, positivity, and discipline to every client interaction, while staying focused on achieving meaningful, results-oriented outcomes.
Background and Strengths
I earned my Bachelor of Science in Finance from the University of Alabama, graduating with a 3.99 GPA. My leadership experience as a Resident Advisor, Peer Coach, LEAD Ambassador, and President of ONE College Ministries helped shape my strengths in communication, relationship-building, and accountability.
I have found clients value my ability to stay organized, communicate clearly, and keep them aligned with their goals. I pride myself on being proactive, responsive, and fully invested in each client's success.
Outside the Office
Outside of work, I enjoy spending time with family and friends, playing golf, traveling, staying active through fitness, and cooking and grilling. I value experiences that bring people together and reflect a well-balanced life.
The most rewarding part of what I do is seeing a financial plan come together and helping clients gain confidence in their future. I am committed to being a steady and trusted guide, helping clients navigate every stage of their financial journey.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
